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Valeo Financial Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Valeo Financial Advisors’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,269
Closed -$277K – 932
2021
Q1 		$277K Hold
8,269
– – 0.01% 370
2020
Q4 		$307K Buy
+8,269
New +$267K 0.02% 328
2020
Q2 		– Sell
-373
Closed -$10K – 2060
2020
Q1 		$10K Sell
373
-117
-24% -$4.52K ﹤0.01% 1087
2019
Q4 		$23K Buy
+490
New +$21.5K ﹤0.01% 887

Other funds holding EWZ

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
VM
VPR Management Houston, Texas $250M AUM 34.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valeo Financial Advisors's EWZ Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2021, closing a stake of 8,269 shares — an estimated $277K sold.

Valeo Financial Advisors first reported a position in EWZ in Q4 2019 and held it in 4 quarters. The position peaked at $307K in Q4 2020. 246 funds tracked by Wall St. Rank hold EWZ as of Q2 2021.

  • Valeo Financial Advisors reported no remaining iShares MSCI Brazil ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 8,269 iShares MSCI Brazil ETF shares in Q2 2021, an estimated $277K.
  • Valeo Financial Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2019 and held it in 4 quarters.
  • Valeo Financial Advisors's iShares MSCI Brazil ETF position peaked at $307K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.